The Settlement Solutions Group of UBS at 1285 Avenue of the Americas, New York, NY, is looking for a Structured Settlement Administrator / Case Manager. This person will be responsible for:

- Generating, reviewing and confirming the accuracy of structured settlement client proposals;

- Reviewing and coordinating all settlement documents, including, QARs, QARPs, SARs, Trusts and Court Orders;

- Coordinating interrelated activities amongst clients, attorneys, life companies, and financial consultants;

- Maintaining databases regarding open cases, funding deadlines, final contracts and providing daily status updates to the team;

- Assisting in other operational capacities as needed;

- Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures.

Detailed salary information:
• New York: the salary range for this role is $70000 to $80000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.

Job Reference #

323422BR

City

New York

Job Type

Full Time

Your team

You’ll be working with The Settlement Solutions Group team in the New York City office. As a Structured Settlement Administrator / Case Manager you will play an important role in working with a professional and highly respected team.

Your expertise

• A minimum of 5 years recent work experience as Structured Settlement Administrator / Case Manager
• Candidate must be proficient with Microsoft Suite Applications, including Outlook, Word and Excel
• Proficient in Quote in the Box (QIB) and other quoting software a must
• Bachelor's Degree preferred but not mandatory
• Life Insurance Licensed required
• Excellent Organizational Skills
• Able to Multi-task and be proactive
• Ability to thrive in a highly regulated corporate environment that demands full compliance with policies and procedures.
• Positive demeanor in high stress environment

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

How we hire

We may request you to complete one or more assessments during the application process. Learn more

Salary information

US Only: The expected salary range for this role is $70000 to $80000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see «Your role» section for detailed salary information.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.